MA
DOCU

Mutual Advisors’s DocuSign DOCU Stock Holding History

Mutual Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,779
Closed -$551K – 989
2023
Q2 		$551K Sell
10,779
-1,379
-11% -$73K 0.02% 609
2023
Q1 		$709K Sell
12,158
-393
-3% -$23.4K 0.03% 524
2022
Q4 		$696K Sell
12,551
-1,343
-10% -$65.4K 0.03% 507
2022
Q3 		$743K Buy
13,894
+885
+7% +$55.5K 0.04% 448
2022
Q2 		$746K Buy
13,009
+265
+2% +$21.5K 0.05% 421
2022
Q1 		$1.36M Sell
12,744
-172
-1% -$19.7K 0.08% 284
2021
Q4 		$1.97M Buy
12,916
+10,574
+451% +$2.41M 0.1% 232
2021
Q3 		$603K Sell
2,342
-775
-25% -$223K 0.04% 492
2021
Q2 		$871K Sell
3,117
-70
-2% -$15.7K 0.05% 388
2021
Q1 		$645K Sell
3,187
-253
-7% -$58.7K 0.04% 430
2020
Q4 		$765K Buy
3,440
+385
+13% +$86.5K 0.06% 382
2020
Q3 		$658K Buy
+3,055
New +$634K 0.06% 354
2018
Q4 		– Sell
-8,747
Closed -$460K – 443
2018
Q3 		$460K Buy
+8,747
New +$496K 0.07% 292

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return